02/19/2018
Characteristics of high-net-worth female donors
As more women accumulate wealth, they are twice as likely as men to leverage their wealth for philanthropy,
02/19/2018
Few Wealthy Investors Deployed Cash in Meltdown, UBS Survey Says
Investors, business owners see market dip as temporary
02/19/2018
Dynastic planning is increasingly topical as regional middle eastern family businesses grow and as founders focus more attention on ensuring that the family remains in harmony.
02/19/2018
2017 was a great year for income investors with dividend growth broadly spread across countries and industries.
02/16/2018
Most ultra-high net worth individuals, or UHNWIs, in India are not familiar with robo-advisory.
02/16/2018
A recent study by the Ellevate Network found that 75% of respondents received a pay bump when they requested it.
02/14/2018
This is according to UBS Wealth Management USA’s latest UBS Investor Watch report, “Who’s the boss?”, released today, which delves into investors’ sentiment on business ownership.
02/14/2018
Findings of the study, commissioned by Kotak Wealth Management, come even as there are increased concerns on rising inequality
02/14/2018
The organisations found that hedge funds have out-performed equities and bonds on a risk-adjusted basis over one, three, five and 10-year periods.
02/14/2018
Top of the Pyramid report by Kotak Wealth Management said that while robo-advisory has become fairly popular with investors in developed countries, it is at a very nascent stage in India
02/14/2018
“This favourable result is consistent with other recent indicators showing that 2018 is off to a strong start for the hedge fund industry in terms of asset growth."
02/14/2018
In a survey of more than 803 advisors, about three quarters of all respondents recognize the importance of state-of-the-art technology.
02/13/2018
Chief Executive Zeno Staub on Tuesday reiterated that appetite for acquisitions on a call with journalists.
02/13/2018
All these factors currently show a US economy in good health – and that is good for the worldwide economy.
02/09/2018
The rise of managed investment accounts in the wealth management industry
02/09/2018
The potential benefits include higher returns and increased control and oversight.
02/09/2018
As investors in global cities we compile a quarterly index using a number of factors to identify the most economically vibrant cities.
02/09/2018
Millennials are in better financial shape than their Gen X counterparts, Artivest merges with Altegris and Trump taps Charles Rettig as IRS commissioner.
02/08/2018
This is what the high-net-worth individuals control in Hong Kong and almost half of it is already offshore, said consulting firm Capgemini SE to Bloomberg.
02/08/2018
Law firms had a better 2017 than 2016, but not by much.